Theodore J. van Gerven, ​CFP® Modern Wealth Builders, LLC

About Theodore J. van Gerven, CFP®

Are you a Gen X or Y professional looking to:

– Do more with your money

– Invest for financial freedom

– Protect your family, assets, and income

– Plan for the expected and unexpected

At Modern Wealth Builders, my goal is to help you build wealth both monetarily and spiritually. Helping people identify what truly matters to them, and how to use their money efficiently to accomplish those goals is My Why.

I currently split my time traveling back and forth between the island of Martha’s Vineyard and the Greater Boston area meeting with clients both in-person and virtually.

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Recently Published

What I learned In My First Year of Business

October 10, 2019

Today (October 10th) marks my official 1-year mark since I launched my financial advisory practice, Modern Wealth Builders, LLC. It’s crazy how QUICKLY a year goes by and how much you can change in one year. This last year forced me to learn more about myself than any other experience I’ve ever had. It made […]

The post What I learned In My First Year of Business appeared first on Modern Wealth Builders, LLC.

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Why I Respect BUT Dislike the Latte Factor

September 25, 2019

Earlier this year CNBC published an article titled, Suze Orman: If you waste money on coffee, it’s like ‘peeing $1 million down the drain’ Here is a quick excerpt from the article: “Let’s say you spend around $100 on coffee each month. If you were to put that $100 into a Roth IRA instead, after 40 […]

The post Why I Respect BUT Dislike the Latte Factor appeared first on Modern Wealth Builders, LLC.

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Jeff Bezos in 1999 on the Importance of Diversification

August 27, 2019

There are no guarantees. There is always uncertainty. Even when you have an unbelievable vision. I love this clip of Jeff Bezos (scroll down). It shows his foresight about the future of retail and customer service. What stood out to me was his humility to recognize the uncertainty of who the expected winners of the […]

The post Jeff Bezos in 1999 on the Importance of Diversification appeared first on Modern Wealth Builders, LLC.

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Ideal Clients

  • Gen Y/Millennials
  • Sales Professionals
  • Technology Professionals
  • Travel Enthusiasts

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $200+/mo

Pricing varies by services offered. Contact advisor for additional fee options.

SEC Records

States Registered

  • Massachusetts

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